Institutional Ownership First Tr Exchange Trd Fd Ii Fi (FGD)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Ii Fi (FGD). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
101,286
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
85,522
shares
|
$2.05 Million
0.5% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
82,262
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
82,107
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
73,375
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
71,286
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
69,340
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
64,661
shares
|
$1.55 Million
0.71% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
63,882
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
60,692
shares
|
$1.46 Million
0.27% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
60,442
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
57,418
shares
|
$1.38 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
55,693
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
47,285
shares
|
$1.14 Million
0.3% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
45,565
shares
|
$1.09 Million
0.27% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
43,064
shares
|
$1.03 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
40,260
shares
|
$967,045
0.03% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
33,294
shares
|
$799,721
0.57% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
30,455
shares
|
$731,529
0.02% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,786
shares
|
$715,459
0.0% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
29,597
shares
|
$710,919
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,375
shares
|
$681,567
0.02% of portfolio
|
Q3 2024
Added 17.74%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
28,267
shares
|
$678,973
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
27,863
shares
|
$669,269
0.01% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
27,298
shares
|
$655,697
0.0% of portfolio
|
Q4 2024
Added 0.11%
|